See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,724 | $118,450-90.1% | $98,439-88.1% | $139,434-91.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 22.72% | 18.94%+3.8pp | 21.16%+1.6pp | 372.94%-350.2pp |
| Employer contribution / active EE | $1,845 | $3,609-48.9% | $3,048-39.5% | $4,751-61.2% |
| Participant deferral / active EE | $3,085 | $5,392-42.8% | $4,738-34.9% | $6,710-54.0% |
| Admin fee / account holder | $379 | $14,026-97.3% | $8,948-95.8% | $11,403-96.7% |